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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (1636)	12/14/2023 6:17:41 PM
From: chowder	Respond to of 21947

Re: Young Folk Portfolio ... TRADE ALERT Today the mid-month contribution of $400 hit the Roth account. The entire $400 went into CTAS which was the smallest position in that account. I'm trying to bring all positions up in size, but equally weighted. CTAS now is at $10,620 in value and represents 3.1% of the portfolio value. Other than dividend reinvestments that hit the account, no additional add on buys will occur in this portfolio until the end of December, first of January. The next portfolio update will be end of year.